Invoicing
HubSpot
General Information
Introduction
HubSpot is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, content management, and customer service.
Setup
In order to activate the Hubspot connector you will have to:
- Create an app on Hubspot
- Submit your app for review
- Activate the Hubspot integration on the Chift platform
Create an app on Hubspot Developer Center
- Log in to Hubspot
- Click on
Create app
. - Enter a unique name and fill https://chift.app/oauth2/redirect in the field
Redirect URLs
- Click on
Create app
- Keep safe your
Client ID
,Client Secret
because you won’t be able to see it again. - You will need the
Client ID
andClient Secret
below
Activate the Hubspot integration on the Chift platform
- With the
Client ID
andClient Secret
that you have generated in the previous steps, you can enable the Hubspot connector by going to ‘Connectors’ tab - Open the ‘Connectors’ tabs
- Activate the Hubspot integration and click on “View connector”
- Enter the
Client ID
andClient Secret
that you have obtained in the previous steps and save.
Limitations
- Invoices are not present. They are represented as ‘opportunities’ in Hubspot.
Hubspot coverage
/contacts Live
/contacts/{contact_id} Live
/invoices/{invoice_id} Live
/invoices Live
/taxes/{tax_id} Live
/taxes Live
/products/{product_id} Live
/products Live
/opportunities Live
/opportunities/{opportunity_id} Live
/invoices On request
/products On request
/contacts On request
/payments On request
/payment-methods On request